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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Baltimore, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

William Richmond ray Cleary is an investment advisor representative at Morgan Stanley. William has been in the financial services industry since 2013. William holds a Series 7 and Series 63 license. William is registered with the state of Maryland as an Investment Advisor Representative and registered with the state of Texas as an Investment Advisor Representative. William is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. William has experience in financial planning, portfolio management, and investment advisory services. William specializes in working with high net worth individuals, corporations, and institutions. William is dedicated to providing clients with personalized financial advice and investment solutions that meet their unique needs and goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC

location

HUNT VALLEY, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Francis Summers is a registered investment advisor representative with MML Investors Services, LLC, based in Hunt Valley, MD. William has been in the industry since October 2018 and holds the Series 66, Series 7TO, and SIE licenses. In addition to his role with MML Investors Services, LLC, William is also an insurance broker, providing life, disability, long-term care, fixed annuities, and health insurance. William's registration with MML Investors Services, LLC allows him to provide financial advice and services in Maryland and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Oneamerica Securities, Inc.

location

Greenbelt, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

William D Vincent is a financial professional with over 16 years of experience in the financial services industry. William holds a Series 7, Series 6, Series 63, and SIE licenses. William currently works for Oneamerica Securities, Inc. and is registered in District of Columbia, Georgia, Maryland, North Carolina, South Carolina, and Virginia. Previously, William worked for MML Investors Services, LLC, SagePoint Financial, Inc. and MetLife Securities Inc. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

HUNT VALLEY, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

William Tyson is a financial advisor with RBC Capital Markets, LLC. William has been in the financial industry since August 26, 1990. William is registered with FINRA as a General Securities Principal. William holds Series 6, 7, 24, 63, and 65 licenses. William's previous employers include Sanders Morris Harris LLC, IFG Network Securities, Inc., and FSC Securities Corporation. William is an active investment advisor and provides financial planning, pension consulting, portfolio management, and educational seminars to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Commonwealth Financial Network

location

Annapolis, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

William Gaines is a financial advisor with Commonwealth Financial Network. William has been in the financial services industry since March 2014. William Gaines is licensed to provide financial advice in Delaware, Florida, Maryland, North Carolina, South Carolina, Texas, and Virginia. Commonwealth Financial Network is a registered investment advisor and broker-dealer headquartered in Waltham, Massachusetts. The firm provides financial planning, portfolio management, and other investment-related services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

CHESTER, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

William Caughey is a financial advisor at Edward Jones. William has been in the industry since March 11, 2011, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. William has a Series 66, Series 7, and SIE license and specializes in providing financial planning, pension consulting, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Folger Nolan Fleming Douglas Inc.

location

CAMBRIDGE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

William Maxwell Fryer is an investment advisor representative at Folger Nolan Fleming Douglas Inc. William has been active in the financial services industry since 2013. William is registered to provide investment advisory services in Arkansas, California, Delaware, District of Columbia, Kentucky, Maryland, New Hampshire, Ohio, Virginia, and several other states. William holds FINRA Series 63, 65, 7 and SIE licenses. William has previous experience with PNC Investments and Maxim Group LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RECOMMEND WRAP FEE MANAGEMENT PROGRAMS OF OTHER REGISTERED INVESTMENT ADVISERS
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Barnesville, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

William Nicholson Price is a financial advisor with over 30 years of experience in the financial services industry. William Nicholson Price is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland and is licensed to provide financial services in Colorado, Maryland, and Michigan. William Nicholson Price has passed the Series 6, 7, and 63 exams and holds the Certified Financial Planner designation. William Nicholson Price's previous employers include SPIRE SECURITIES, LLC and MEDALLION INVESTMENT SERVICES, INC. William Nicholson Price offers financial planning, portfolio management, and other financial services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

Baltimore, MD

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Ferdinand Eberhart is a financial advisor at Morgan Stanley. William has been in the industry since 1999. William is registered to provide investment advice in 27 states. William holds a Series 7 and Series 66 license. William is also registered as an investment advisor in the state of Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Robert W. Baird & Co. Inc.

location

Baltimore, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

William Edward Watt has been in the financial services industry since September 2, 1999. William is currently registered with Robert W. Baird & Co. Inc. in Baltimore, Maryland. William was previously employed with CITIGROUP GLOBAL MARKETS INC. from February 21, 2006 to March 24, 2009 and Legg Mason Wood Walker, Incorporated from September 3, 1999 to February 21, 2006. William holds Series 66, 24, 10, 9, 57TO, SIE, 55, and 7 licenses and is registered in several states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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